Office 365 versus Google Apps: Which one is right for financial advisers?

Office 365 and Google Apps deliver your office software through the cloud. But which one is right for financial advisers?

Office 365 and Google Apps give financial advisers the flexibility to use office software on any Internet-connected computer.

But there are substantial differences in the way these applications work compared to their desktop counterparts (Word, Excel, and PowerPoint on Windows, Pages, Numbers, and Keynote on Mac).

Still, if the thought of switching to device-agnostic office software that is available anywhere you have Internet access is appealing, read my contribution to the July issue of the Journal of Financial Planning.